Unbilled Summary Report
For each project, phase, and task, the Unbilled Summary report shows billable, written-off, and held amounts for labor, consultants, expenses, and units. It also shows total amounts billed for each project, phase, and task since the project began.
Labor Billing Rates
You can override the cost rates for labor categories using options on the Max Cost by Category Override tab of the Billing Labor Override Tables form. If you do, labor billing rates in this report reflect those overrides.
Multiple Companies
If you use multiple companies, this report is limited to projects that can be billed by the active company. Those projects include the following:
- Projects owned by the active company
- Sub-projects in billing groups with main projects owned by the active company. These sub-projects can belong to other companies.
The report does not include data from sub-projects that are owned by the active company but that are also part of a billing group with a main project owned by another company.
Multiple Currencies
If you use multiple currencies and you select Use Reporting Default Terms on the Options tab, Vantagepoint verifies that each project's billing currency matches the currency for the labor rate table or the override table specified on the Labor tab in the Reporting Default Terms form. If it detects a discrepancy, Vantagepoint displays a message, and the report does not print.
This occurs if you print the report for any projects for which both of the following are true:
- Projects owned by the active company
- Sub-projects in billing groups with main projects owned by the active company. These sub-projects can belong to other companies.
If this occurs, generate the Missing Billing Terms report with Include only Projects that have no labor terms and cannot use Reporting Default Terms selected on the General tab of the Options dialog box to identify the projects with the billing currency discrepancy. After you modify the billing terms or billing currency to eliminate the discrepancy, generate the Unbilled Summary report again.
- Related Topics:
- Unbilled Summary Report Columns & Groups Tab
Use the Columns & Groups tab to organize and group data and to select the columns to display on your report. - Unbilled Summary Report Options Tab
The Options tab gives you additional control over the data displayed on the Unbilled Summary report. - Unbilled Summary Report Chart Tab
Use the Chart tab to choose the type of chart to be displayed on your report. - Unbilled Summary Report Layout Tab
Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report. - Columns for Unbilled Summary Report
You can select the columns to display on your report.